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iShares Core S&P Total US Stock Market ETF

1,429 hedge funds and large institutions have $57B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 467 increasing their positions, 485 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 47

174% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $2.42M

54% more capital invested

Capital invested by funds: $37B → $57B (+$20B)

12% more funds holding

Funds holding: 1,2791,429 (+150)

5% more funds holding in top 10

Funds holding in top 10: 152160 (+8)

0.86% more ownership

Funds ownership: 60%60.86% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 485

Holders
1,429
Holders Change
+150
Holders Change %
+11.73%
% of All Funds
18.82%
Holding in Top 10
160
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.26%
% of All Funds
2.11%
New
223
Increased
467
Reduced
485
Closed
47
Calls
$6.64M
Puts
$2.42M
Net Calls
+$4.22M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
551
Blue Fin Capital
Rhode Island
$1.81M +$7.9K +61 +0.4%
WMWM
552
Whitaker-Myers Wealth Managers
Ohio
$1.8M +$50.5K +390 +3%
CPRC
553
Consolidated Portfolio Review Corp
New York
$1.8M +$1.81M +13,998 New
SAG
554
SageView Advisory Group
California
$1.8M +$439K +3,392 +32%
KOMWMG
555
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.8M -$89.7K -693 -5%
CHP
556
Cable Hill Partners
Oregon
$1.79M +$1.81M +13,944 New
MADFP
557
Michael A Dubis Financial Planning
Wisconsin
$1.79M +$1.8M +13,939 New
IWA
558
Icon Wealth Advisors
Texas
$1.79M
SWM
559
SFG Wealth Management
Maryland
$1.78M -$21.2K -164 -1%
PFA
560
Pinnacle Family Advisors
Missouri
$1.78M +$15.9K +123 +0.9%
KA
561
Klingman & Associates
New York
$1.78M +$16.7K +129 +0.9%
AAS
562
Ameritas Advisory Services
Nebraska
$1.78M +$311K +2,403 +21%
IAS
563
Insigneo Advisory Services
Florida
$1.77M -$832K -6,428 -32%
WIM
564
Westside Investment Management
California
$1.74M -$2.85K -22 -0.2%
WWM
565
WJ Wealth Management
Arizona
$1.74M +$9.06K +70 +0.5%
WIA
566
World Investment Advisors
California
$1.72M +$54.8K +423 +3%
BWP
567
BlueStem Wealth Partners
Minnesota
$1.71M +$1.72M +13,313 New
FFP
568
FourThought Financial Partners
Florida
$1.71M
SC
569
Stephenson & Company
California
$1.7M
DADC
570
D.A. Davidson & Co
Montana
$1.7M +$89.7K +693 +6%
TGAM
571
TBH Global Asset Management
Tennessee
$1.69M -$52.2K -403 -3%
CIA
572
Compass Ion Advisors
Pennsylvania
$1.68M +$204K +1,579 +14%
FCP
573
Fidelis Capital Partners
Florida
$1.68M -$50.1K -387 -3%
HGA
574
Hobbs Group Advisors
South Carolina
$1.67M +$126K +970 +8%
FHA
575
Flagship Harbor Advisors
Massachusetts
$1.66M -$8.84M -68,246 -84%

ITOT Hedge Fund Activity: Q4 2024 in Review

1,429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2024, worth a combined $57B — up 54% from $37B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new ITOT positions and 47 closed out — a net gain of 176 holders — while 467 added to existing stakes and 485 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Kingsview Wealth Management, cutting an estimated $121M.

  • 1,429 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2024, up from 1,279 in Q3 2024.
  • Funds reported $57B of iShares Core S&P Total US Stock Market ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 223 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2024 and 47 closed out, a net change of +176 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2024 was BlackRock, an estimated $250M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.